Best Org Chart Software for Medium-Sized Businesses

    Products classified in the overall Org Chart category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Org Chart to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Org Chart category.

    In addition to qualifying for inclusion in the Org Chart Software category, to qualify for inclusion in the Medium-Sized Business Org Chart Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

    Top 10 Org Chart Software for Medium-Sized Businesses

    • Pingboard
    • Lucidchart
    • Names & Faces
    • ChartHop
    • Happeo
    • Visio
    • ClosePlan
    • OrgChart
    • Organimi
    • SmartDraw

    Compare Medium-Sized Business Org Chart Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (266)4.4 out of 5
    Entry Level Price:$0 Includes 10 users

    Pingboard’s employee networking software surfaces engaging info about people, teams, and the company, and puts it into the hands of everyone. The power of your organization lies within your people and the relationships they form. But old processes, bloated software, and siloed teams erode these foundational connections. Be the catalyst who reconnects your people and your business through an open, transparent workplace. Pingboard’s employee networking software surfaces engaging info about people

    (599)4.5 out of 5
    Entry Level Price:$0

    Lucidchart is a visual workspace that combines diagramming, collaboration, and data visualization to accelerate understanding and drive innovation. With this intuitive, cloud-based solution, everyone can work visually and collaborate in real time while whiteboarding, brainstorming, or building flowcharts, mockups, UML diagrams, and more. Lucidchart is utilized in over 180 countries by more than 15 million users, from remote teams brainstorming creative solutions to IT directors visualizing their

    (27)4.3 out of 5

    Names & Faces is a visual indexing platform. It's used by organizations big and small to turn their HR data into a fast, intuitive index of their people that solves a problem experienced by everyone from the CEO to the new joiner: that's who's who, what they do, and how to get in touch.

    (19)4.8 out of 5
    Optimized for quick response

    Organizational management has traditionally been a broken, manual and time-consuming process. Information is strung together through multiple spreadsheets and it only provides a glimpse into the current state of affairs. Leaders, managers and employees don’t have context or visibility into their organization and it ultimately leads to blind decision-making. ChartHop solves the problem by surfacing and visualizing the people data leaders need to effectively manage their organization, such as l

    (71)4.5 out of 5

    Happeo is an all-in-one social and collaborative digital workplace, specifically designed for businesses that work with Google's G Suite. The platform brings together an intranet, collaboration features and social networking into one unified solution. Happeo helps in unlocking the value of a few enterprise priorities, such as employee engagement, internal communication structure as well as employee productivity. The platform is awarded for its user-friendliness, workplace integrations, and ea

    (556)4.2 out of 5

    Whether you want to quickly capture a flowchart that you brainstormed on a whiteboard, or map an IT network or build an organizational chart, Visio makes it simple to do so.

    (69)4.8 out of 5
    Optimized for quick response

    ClosePlan is a revenue optimization application built natively in Salesforce. ClosePlan helps sales teams to execute their path to close with Relationship Maps, Deal Scorecards and Sales Playbooks. Relationship Maps allow you to create org charts using your existing Salesforce contacts. Deal Scorecards automate you opportunity qualification process based on any sales methodology. Sales Playbooks guide your team through your sales process and methodology.

    (29)4.4 out of 5

    OrgChart: Simplify Your Charting — Empower Your Business Intelligence OrgChart was designed with your company in mind, from creating organizational charts to workforce planning. OrgChart is designed to free you from the tedious repetitive task of creating and maintaining org charts. If an org chart is what you need, we whip one up from your existing HR data. As that data changes, we automate the update process, saving you time so you can focus on your business instead of dragging boxes in a ch

    (47)4.3 out of 5

    Organimi is the modern day, cloud-based organizational chart software that helps over 125,000 businesses around the globe. The platform gives businesses of all sizes access to charting software to assist with organizational design, sales and account planning, consulting, operations and more. The Organimi platform provides users the ability to: 1) Import their data from a CSV or Excel file to create a chart or choose from demo templates 2) Fully customize their charts with custom fields, brand

    (34)4.1 out of 5
    Entry Level Price:$9.95/month

    SmartDraw is enterprise-grade diagramming that's both easy and powerful. SmartDraw Checks Every Box at 1/10th the Price - Thousands of diagram templates for everyone from engineers to marketers - Integrations with Google Workspace™, MS Office®, the Atlassian stack, and more - Visio® import and export - Ability to add shape data and generate diagrams from data - Open diagram API and SDK - Single Sign-On (SSO) - Document retention - Security - Sophisticated license administration SmartDraw ha

    (23)4.2 out of 5
    Optimized for quick response

    OrgChartPlus is a natively built Salesforce application. With quick and easy installation, the plug and play app creates org charts to visualise your customer organisations, profile contacts, target stakeholders and align the right people in your business with theirs. With full integration, changes made to contacts within OrgChartPlus are automatically updated in Salesforce and vice versa. Charts can be exported and shared using a number of different means and applications; Print, PNG, Word, P

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    Learn More About Org Chart Software

    What is Org Chart Software?

    Organizational charts are diagrams of the structure of an organization or business that delineate employee roles, departments, and hierarchy among the organization’s members. Org chart software allows users to generate and update organizational charts digitally as opposed to creating them by hand. Standalone org chart software is readily available, but most are built into larger diagramming tools or HR platforms.

    Key Benefits of Org Chart Software

    • Visual clarity for organization structure
    • Easy to use
    • Specific to organizational charts as opposed to a generalized diagramming tool

    Why Use Org Chart Software?

    Organizational charts can bring unprecedented clarity to a business’s structure, and org chart software simplifies the process of creating and maintaining them.

    Visibility — Conveying complex structural information isn’t easy, especially when it needs to be digestible for an entire business. Organizational charts are the most succinct method to explain how a business is structured.

    Ease of use — Org chart tools are straightforward and easy to understand. Generating an org chart can be as simple as uploading a roster list or drawing one in an application.

    Who Uses Org Chart Software?

    Org charts themselves are helpful for any business of all sizes and industries. Employees at any level or in any department can benefit from the visual clarity org charts offer. While org charts themselves are useful across organizations, typically org chart software itself is in the hands of human resources (HR) departments. Since HR teams handle workforce roster lists across a business, org chart generation features are sometimes built into broader HR tools.

    Kinds of Org Chart software

    Organizational charts seem simple, but there are multiple types available to suit different types of businesses, departments, and use cases. Org chart solutions will often provide pre-built templates for all the types of organizational structures outlined below.

    Hierarchical — Hierarchical org charts are organized by tiers of authority; those at the bottom of the chart answer to those immediately above them, culminating with a single leader who oversees the organization. This is the most common type of organizational chart.

    Matrix — Matrix org charts are used when individuals within an organization have multiple managers and/or have cross-functional roles. Organizations that don’t silo or separate their workforce by departments benefit most from matrix org charts because they are less concerned with hierarchy and focus more on the skills necessary for specific projects.

    Flat — Flat org charts, sometimes called horizontal org charts, are similar to hierarchical org charts, but are best suited for organizations with little middle management and small companies. While flat org charts are organized by relative role and authority, there is more room for overlap between roles and skill sets. As businesses grow, they will often transition to hierarchical org charts to draw clear lines between roles and departments.

    Org Chart Software Features

    The basic features of org chart software are ubiquitous across all products, whether they be standalone or built into broader offerings. Some org chart solutions do provide more complex functionality should buyers want features like automation or generalized employee directories.

    Templates — Pre-made and/or customizable org chart templates. Having different templates available can be helpful if you anticipate making multiple types of organization charts.

    Roster upload — Allows users to upload a roster of employees to automatically generate an organizational chart.

    Publishing tools — Allows users to publish or store org charts in different content management systems or other software solutions.

    Additional Org Chart Features

    Automation — Allows users to connect with external roster lists, allowing for automatic updates to already published org charts.

    Workforce planning — Users can create tentative roster lists privately or create succession charts for workforce planning. This feature is popular in dedicated org chart solutions intended for HR professionals.

    Staff directory — Provides a separate employee directory where staff can be viewed in a simple list form. Some staff directories are interactive, and clicking on employee portraits presents more information.

    Potential Issues With Org Chart Software

    Requires constant updates — The most noticeable problem with org charts is that they can quickly become out-of-date. Unless the software solution provides automatic updates, as a company changes, an org chart can quickly become inaccurate. For large businesses with multiple large departments that are always shifting, organizational charts that aren’t updated frequently can be completely useless. Businesses that want to use org chart software will either need to find an offering that provides automatic updates or will need to ensure information is manually updated as workforce changes are made.

    Variation in clarity — Org charts aren’t always effectively implemented. As mentioned previously, there are multiple types of organizational charts, and each excels at presenting different kinds of organizational information. If created haphazardly or without context, a poorly-made org chart will only cause more confusion for those with questions.

    Similarly, businesses may need to leverage multiple org charts of different types to adequately cover all the relationships that exist in their organization. Just one organizational chart may not be enough to provide enough clarity. If a business wants to implement org charts, the undertaking may take more time than they anticipate if they want to do it well. Businesses should be prepared to spend a sufficient amount of time and manpower creating and maintaining org charts if they choose to have them at all.